Author: Viktoriia Ray

  • Russian Wheat Export Potential Rises to 46.5Mt

    Russian Wheat Export Potential Rises to 46.5Mt

    Production Boost: IKAR raised Russian wheat export potential to 46.5 million tonnes on the back of a larger-than-expected 139.4 million tonne grain harvest, including 91.4 million tonnes of wheat. Logistics Constraint: A record-low 57% share of wheat from southern export hubs creates complex and potentially costly logistics that may cap actual exports near 44 million…

  • Ukraine Grain Rail Exports Decline 7.6% to EU

    Ukraine Grain Rail Exports Decline 7.6% to EU

    Rail exports trimmed: Ukraine’s average daily grain rail transfers to the EU fell 7.6% in early January to 171 tons per day. Border bottlenecks: Sharpest cuts were recorded at the Polish (down 6.3 cars/day) and Romanian (down 2.6 cars/day) crossings, tightening export capacity. Hungary offsets partially: The Hungarian border was the only route with higher…

  • Russian Corn Exports Fuel Kazakhstan Processing Boom

    Russian Corn Exports Fuel Kazakhstan Processing Boom

    Bullish: New 3 million ton Kazakhstan corn processing plant creates sustained export demand for Russian corn, particularly from Saratov. Bullish: Kazakhstan’s corn deficit and falling stocks support stronger pricing for regional producers tied to industrial processing demand. Bullish: Russian corn gains a replacement outlet for volumes previously shipped to Iran, underpinning export flows into 2027.…

  • Russian Wheat Exports Down 10% in H2 2025

    Russian Wheat Exports Down 10% in H2 2025

    Exports Down 10%: Russian wheat shipments fell to 26.7 million tons in Jul–Dec 2025 from a record 29.7 million tons a year earlier. Turkey & Iran Step Up Buying: Turkey’s imports jumped 2.2x to 4.4 million tons, while Iran’s surged 2.9x to 1.7 million tons, moving it to third place. Diversifying Demand: Pakistan forecasts 1.5…

  • Bashselkhoztekhnika Auction Relaunched at ₽738.9M

    Bashselkhoztekhnika Auction Relaunched at ₽738.9M

    Asset Reauctioned: Bashselkhoztekhnika, a major agro-industrial holding in Bashkortostan, is back on the auction block with a starting price of ₽738.9 million. Diversified Operations: The company spans agricultural machinery wholesale, grain and oilseed cultivation, and crop production services with extensive warehouse and land assets. Key Dates: Bid submissions are open until February 10, with auction…

  • Russian grain exports to Kazakhstan plunge 67%

    Russian grain exports to Kazakhstan plunge 67%

    Russian grain exports to Kazakhstan plunged 67% year-on-year to $109 million in January–November, signaling weaker regional demand. Wheat remains the core trade flow at 78.4% of export value, with barley, corn, and rice making up most of the remainder. Despite the drop in volumes, Russia still commands 83% of Kazakhstan’s grain import market, underscoring its…

  • Russian Rapeseed Harvest 2025 Hits Record 5.57M Tons

    Russian Rapeseed Harvest 2025 Hits Record 5.57M Tons

    Record Output: Russia’s 2025 rapeseed harvest hit a record 5.57 million tons, up 19.6% year-on-year on the back of larger sown area and higher yields. Siberian Strength: Siberian regions led growth, with the top five producers contributing 38.7% of total output and Altai Krai production jumping nearly 49%. Price Impact: The supply surge is Neutral…

  • Argentina Sunflower Seed Exports Surge to 860,000t

    Argentina Sunflower Seed Exports Surge to 860,000t

    Export surge: Argentina shipped 63,000 tonnes of sunflower seed in December 2025, with most volumes headed to Black Sea destinations. Rising quarterly flows: Exports are projected at 400,000 tonnes in Q1 2026 and 290,000 tonnes in Q2 2026, maintaining strong shipment momentum. Competitive pressure: Total MY 2025/26 exports are forecast at 860,000 tonnes, a neutral…

  • Turkish Feed Barley Tender: 210,000t Secured

    Turkish Feed Barley Tender: 210,000t Secured

    Strong demand: Turkey’s TMO booked the full 210,000 tons of feed barley, underscoring firm import needs ahead of late-winter consumption. Competitive pricing: CFR values below $261/ton highlight ample Black Sea supply and restrained upside in near-term barley prices. Logistics pressure: A tight Jan 26–Feb 24 shipment window may temporarily strain Black Sea–Mediterranean freight and support…

  • Indonesia Corn Production Up 6.44% in 2025

    Indonesia Corn Production Up 6.44% in 2025

    Production growth: Indonesia’s 2025 corn output rose 6.44% year-on-year to 16.11 million tonnes, supported by expanded acreage. Acreage expansion: Harvested area increased 6.73% to 2.72 million hectares, underpinning the production gains. Short-term outlook: December 2025–February 2026 production is forecast at 4.22 million tonnes, up 0.71% from the prior year. Trade impact: The increase is neutral…